by FA Staff
Fidelity and Schwab have developed a new app that allows direct donations from donor advised funds to charitable organizations.
by Bernie Clark
Competition will be fierce, and running an independent practice will be more complex.
by David Lawrence
Some tools may help gather data from diverse investments into better reports.
by
Bloomberg News
Samsung Electronics Co. is developing a wristwatch as Asia’s biggest technology company races against Apple Inc...
by
Bloomberg News
Apple Inc. is poised to boost its dividend by more than half, according to analysts surveyed by Bloomberg, providing investors hit by a share slump with one of the highest yields in the U.S...
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Bloomberg News
Advent Software Inc., a maker of popular software used by financial advisors, fell as much as 12 percent in New York trading after deciding not to pursue a sale of the company.
by Joel P. Bruckenstein
FinFolio’s client reporting system is a significant leap forward.
by Marla Brill
Manager David Giroux says it may be time for investors to take a reality check.
by Evan Simonoff
This month I had an interesting experience interviewing advisors about the problems of retirees living beyond their means...
by
Jennifer Openshaw
The T3 conference revealed important trends that should be on the radar screens of every financial advisor, says the president of an online network for advisors.
by
Joel Bruckenstein
TradePMR is developing a new advisor workstation designed that can be used with today’s touch screen devices, the company announced.
by David Lawrence
Going paperless saves money and time. Here’s how.
by Joel P. Bruckenstein
That’s how often elite advisors contact their clients, and Zywave says it can help you do that, too.
TD Ameritrade’s account management and trading platform, Veo, is now integrated with seven customer-relationship management systems.
by FA staff
TD Ameritrade Institutional will launch a Web-based version of iRebal, its portfolio rebalancing software program, by late summer or fall.
by
Travis Rychnovsky
To effectively unlock practice growth and ensure increased capacity and efficiency, firms should consider the advantages of embedding their workflows into an integrated client relationship management...
by
Karen DeMasters
Regions Bank has signed an agreement with Prudential to provide an integrated wealth technology platform for the Regions’ affluent customers and institutional clients.
by
Kathy Lynch
IT industry veteran Donie Lochan will guide enhancement and expansion of LPL’s information technology platform and capabilities.
Fidelity Investments has added a new “Risk & Compliance Hub” to its Streetscape technology platform.
